Financial Advisor - Okotoks, AB

Full-time Other-General

Financial Advisor – Requisition ID:

Financial Advisor – Requisition ID:

What You're Doing

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long‑standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What You Need to Succeed

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs <...